New Client Onboarding

Complete the 9-step onboarding process per FFR v1.1 §7.2. Select a niche, connect integrations, import services, and configure branding.

FFR v1.1 Client Onboarding (§7.2)

This wizard guides you through: Select niche → Connect GHL + discovery → Connect CTM → Connect POS → Import & map services → Brand tokens → Success URL → Smoke tests → Enable schedules

Step 1: Select Niche

Choose a vertical template. The client will inherit default prompts, PRFM routes, service catalog, and retention policies from this niche.

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Select a niche to continue